2025 年 9 月 9 日,高盛发布《美科技行业 —— 硬件领域:2025 年人工智能数据中心设备市场份额及前景更新》研报,大幅上调 AI 服务器、AI数据中心交换机的增长预期。研报明确:AI 驱动下,数据中心硬件成美股科技板块最强主线,而传统设备需求持续疲软。AI服务器与数据中心交换机规模高速增长先看高盛对两大AI 赛道的关键预测(2024-2029 年):·AI服务器:2029年市场规模预计...
Source Link2025 年 9 月 9 日,高盛发布《美科技行业 —— 硬件领域:2025 年人工智能数据中心设备市场份额及前景更新》研报,大幅上调 AI 服务器、AI数据中心交换机的增长预期。研报明确:AI 驱动下,数据中心硬件成美股科技板块最强主线,而传统设备需求持续疲软。AI服务器与数据中心交换机规模高速增长先看高盛对两大AI 赛道的关键预测(2024-2029 年):·AI服务器:2029年市场规模预计...
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